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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,118 | $102,595+100.9% | $94,057+119.1% | $154,746+33.2% |
| Participation rate | 77.3% | 76.0%+1.3pp | 73.3%+3.9pp | 80.7%-3.4pp |
| Annual return | 11.80% | 583.42%-571.6pp | 480.62%-468.8pp | 172.34%-160.5pp |
| Employer contribution / active EE | $3,753 | $3,147+19.2% | $2,933+27.9% | $4,379-14.3% |
| Participant deferral / active EE | $10,806 | $5,118+111.1% | $4,709+129.5% | $6,730+60.6% |
| Admin fee / account holder | $56,195 | $7,736+626.4% | $7,244+675.7% | $14,365+291.2% |